. >> caller: i'm in the defense sector raytheon with the extension of obama and the defense sector. what's the play on the defense sector? >> cheap, cheap, cheap stock, even up here. i like raytheon. i like lockheed martin even better. these companies are made of teflon. even with military sequestration they do well. i like it, but not as much as united tech. don't give up on the dow. the dog days, they could be over at least versus the other indices. it may have lagged the averages in 2012 but i expect it to be a comeback year in 2013. be ready for a little washington instability and then -- >> all aboard! >> "mad money" will be right back. >> coming up, export economy? the u.s. has become one of the world's largest energy producers, but while natural gas production has increased, it's been largely ignored as a domestic fuel. but could exporting it help fill up your tank? cramer talks with cheniere energy's ceo next. and later, smooth operator? spam maker hormel foods put another consumer brand on its plate today after it forked over $74 million to buy skippy peanut butter. could t